Sentences with phrase «even larger portfolios»

Some players could assemble even larger portfolios than that.

Each time you buy or sell a bond it cost a painful # 39.95, which works out at about 0.5 % one - off charge on even a large portfolio of # 40,000 assuming you hold to maturity — which you might not.

Also, even a large portfolio of state and regional policies will not be comprehensive of the entire nation, that is, not truly national in scope (for a quick approximation of likely coverage, check out a recent map of blue states and red states).

Not exact matches

Even if Rosenthal has no job opening to fill, he regularly reviews the portfolios that are kept in a large box behind his desk, and he keeps in touch with the people on his list.

Perhaps because of their focus on building a large portfolio, or their competitiveness, these angels sometimes accept valuations that cause later friction while moving to VCs, or even other angel groups.

If you're already in the lowest tax bracket you may not even want to contribute to an RRSP, he says, since a large retirement portfolio could push you into a higher tax bracket when you retire and withdraw those funds.

Only with bonds it's even harder to create a diversified portfolio using individual bonds on your own unless you (a) have a large amount of capital (typically bonds are sold in lots of $ 10,000 or $ 100,000) and (b) know how to trade bonds on the open market (transaction costs can be larger for bonds than stocks because of the spreads and lack of liquidity).

He says it is not uncommon to see cap rates below 7 percent, and even below 5 percent for trophy properties and large portfolios, in markets just beginning to catch fire.

This strategy, however, ended up creating a portfolio that was larger and ultimately resulted in even more complex and hard - to - manage risks.»

Imagine that this year, the large - cap portion of her portfolio has declined, and small caps lost even more, while bonds produced smaller losses.

We are the largest craft beer distributor in the country, so that helps us, but overall the industry is experiencing some tough times with the economy, which makes a diversified portfolio even more important.»

Although no element is a credible candidate for doing the entire job (or even half the job) by itself, the portfolio as a whole is large enough that not every element has to be used.

Tinder is all about photos and chatting, so if you have a larger portfolio — even if it consists solely of selfies — then you have a better shot of getting swept right.

A. Even though they have been shown to produce the largest gains in student achievement, few states have invested in assessments that use student portfolios or more involved projects, beyond simplistic multiple - choice exams.

Even the mid-sized Pilot, the largest SUV in Honda's portfolio and, in second - generation form, its oldest (debuting for the 2009 model year and refreshed in 2012), sells reasonably well — at least in the U.S., where larger sport - utes remain popular.

Even with its large footprint the 2015 Jaguar XJL Portfolio receives an EPA - estimated 19 mpg combined fuel economy overall.

As the largest and most powerful vehicle in the portfolio, Armada earns its flagship status by every measure — whether performance, refinement, advanced technology and even heritage.

«The combination of our award - winning portfolio of NOOK products, the Overstock.com online experience, and now access to the largest assortment of eBooks, will make it even easier to help more customers find their next great read.»

TCL Communication, the fourth - largest mobile phone manufacturer in North America announced today plans of a portfolio business model that will enable an entire suite of mobility products, including a brand you might know of even if you haven't used them in a while, BlackBerry.

According to the basic tenant of portfolio construction, a portfolio that is concentrated in just one market, even a large, diversified market such as the United States, will rarely produce the best long - term risk / reward trade - off.

«Even if your investment portfolio is not large enough to support your retirement needs, for example, you may find that you have other assets — a business or real estate — that can contribute.»

But in a portfolio of 35 stocks, even large percentage whacks get evened out if the stock picking on the remainder has been good enough.

Couples with large taxable portfolios will most likely start moving assets from them into TFSAs, even though this will trigger capital gains taxes in most cases: something that should please the «TFSAs are a sop to the rich» critics.

If you've got the discipline and the stomach to stick with a very aggressive portfolio even during market cataclysms — or if your nest egg is so large relative to the amount of money you need to draw from it each year so your chances of running through your savings prematurely are minuscule — then maybe you're a candidate for the Buffett approach.

You are collecting the dividends and reinvesting them to build your portfolio even larger.

Even though each fund has a investment style, such as large - cap value or mid-cap growth, the fund's style itself can't be used directly to determine the allocation of a portfolio because each fund contains many, possibly hundreds (for example an index fund that tracks the S&P 500) or even thousands (such as a total market fund), individual stocks that belong to different categorEven though each fund has a investment style, such as large - cap value or mid-cap growth, the fund's style itself can't be used directly to determine the allocation of a portfolio because each fund contains many, possibly hundreds (for example an index fund that tracks the S&P 500) or even thousands (such as a total market fund), individual stocks that belong to different categoreven thousands (such as a total market fund), individual stocks that belong to different categories.

Even in a large portfolio, where you could make a better case for using Donald's hybrid strategy, there's value in keeping things simple.

Even three more years of additional compounding can make a big difference before retirement, because by now your portfolio is likely to be larger than it's ever been, thanks to your concentrated savings.

I've met with anywhere from small community banks, to a larger insurance company, and even sat down with a few portfolio managers at a state pension fund.

You also need a few ingredients to make a well - diversified investment portfolio — some Canadian equity, some U.S. and international equity and a dollop (even a large dollop) of fixed income, perhaps in the form of bonds or a bond fund.

The iShares FTSE NAREIT Residential REIT ETF ($ REZ) is the only sector REIT ETF that has any volume to speak of, at 70,000 shares traded per day, but even this is too low a volume for a larger portfolio.

Even big - name brokers such as Charles Schwab Intelligent Advisory (0.28 % management fee), TD Ameritrade Essential Portfolios (0.3 %), Vanguard Personal Advisor Services (0.3 %) and Fidelity Go (0.35 %) undercut Wealthsimple by a large margin.

Forecasts of the effects of bear markets on 401 (k) balances show that a bear market in equities is projected to have the largest effect the closer it occurs to age 65 (retirement), even though older participants typically have diversified their portfolios away from equities.

Still believing large cap U.S. stocks were overpriced relative to other global asset choices (even in March 2002, two years into a stock slide) we launched our portfolios heavy in foreign, value, smaller - cap and higher - risk bonds.

Investors with smaller portfolios will find TD e-Series funds significantly cheaper and those with larger portfolios will find ETFs far cheaper even after accounting for trading commissions.

If you do your homework, it is pretty easy to construct a portfolio with a P / E that is significantly lower than the overall market — even sticking to large or mid-cap stocks that anyone might want to own.

What if your portfolio has realized large or even huge gains in the past few years and you're content with the money you've made?

(A larger number of ETFs in the reference portfolio would produce an even closer substitute, albeit at the expense of higher complexity.)

Poor performance could be a measure indicating that terrific values in the portfolio became even more terrific as the common stocks of strong businesses with large long - term potentials became even more attractively priced than when they were acquired initially.

While Equity Strategies appears to have done satisfactorily investing in mezzanine securities, it is unlikely that such investments are ever going to become a large part of the Fund's portfolio even if many issues become available at ultra-attractive prices.

By investing larger amounts in each loan, Jeff does not need to find thousands or even hundreds of loans to fill his portfolio.

When you experience large losses you have less to invest and then your portfolio is in a position that will probably take many years to back to break even.

That's especially true if you're nearing retirement or already retired, as portfolio heavily invested in stocks could suffer a setback large enough to force you to seriously scale back or even abandon your retirement plans.

Plus, it offers well - diversified portfolios that hold a variety of assets, from large - company stocks (U.S. and foreign) to small - company stocks, U.S. and foreign bonds, high - yield debt, and even gold.

BNS ♦ 28 % of this account is invested in the Bank of Nova Scotia even if that might seem like a large portion of my portfolio.

If g is too large then no matter how small an allocation you make to the new asset class, it drags down the expected compound return of the new portfolio, even taking into account the bump from lower volatility.

While index mutual funds are a great option for small portfolios, ETFs could be an even cheaper option for larger portfolios.

If, for example, the financial markets go into a deep slump or your nest egg's value takes a hit because you make an unusually large withdrawal to handle a large unanticipated expense, you might need to forgo an inflation increase or even reduce the amount you withdraw for a few years to give your portfolio a chance to recover.

But the idea is to gradually shift to a more conservative portfolio, so you don't find yourself with such a large exposure to stocks as you enter retirement that a market downturn would require you to dramatically scale back your retirement plans or even force you to postpone retirement altogether.

An even larger gain is required to restore account values after a downturn when people are also making withdrawals from their investment portfolios.